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  • PriceMetrix is the first choice in practice management software for North American wealth managers.

    Our solutions use analytics and industry benchmarking to help advisors and their firms better serve their clients and grow their businesses.

    PriceMetrix directly measures aggregated data representing 12 million retail investors,  one billion transactions, and $6 trillion in investment assets.  PriceMetrix combines its patented process for collecting and classifying data, with proprietary measures of revenue, assets, and households to create the largest and most insightful retail wealth management dataset available today.

    Founded in 2000 and headquartered in Toronto, Ontario, we service a notable range of retail wealth management firms within the United States and Canada.

    Why work with us

    We offer much more than typical business intelligence software and practice management coaching. Our solutions are driven by insightful industry data and expertise in the wealth management industry  – we know the questions to ask, the answers that matter.

    We have proven value

    • PriceMetrix users grow faster and create better client experiences than their non-user peers – we know because we measure it!
    • We understand the wealth management industry and adopt clients’ interests as our own,
    • We link insight to opportunity to action in all we do, so our users are inclined and equipped to make transforming change,
    • We enjoy great user satisfaction – 94% of our users would recommend PriceMetrix to other advisors.

    With PriceMetrix, financial advisors and wealth management firms are able to improve productivity with the ability to identify and action growth opportunities. Our users are able to gain immediate visibility into industry best practices. Our solutions are easy to use and access allowing for wide adoption, resulting in a positive impact to your business.

    How PriceMetrix helps you

    With PriceMetrix, advisors and firms are able to identify and action opportunities leading to improvements in both client experience and growth.

    PriceMetrix combines the power of industry data and advanced business intelligence into one integrated platform. The firm product offerings include data-driven products including ValueOne, FeeCheck and CommissionCheck. PriceMetrix also offers its Advisory Services to retail brokerage firms.


    Find out more: ValueOne


    Find out more: CommissionCheck


    Find out more: FeeCheck


    Find out more: Advisory Services


    Our solutions give advisors the power to make data-driven decisions by giving them accurate, actionable and intuitive data in a self-service environment. PriceMetrix paints a clear picture for advisors on how their decisions compare to others at the firm, and across the industry. That’s what we refer to as ‘the power of practice intelligence’.

    So what is Practice Intelligence?

    n. Practice Intelligence
    [prak-tis] [in-tel-i-juhns]

    Practice management, but smarter. It brings the insights derived from the only retail brokerage data set available in North America, one powered by the experience of thousands of financial advisors. You get the traditional business intelligence reports and dashboards, but made much more powerful with concrete ideas, insights and actions. Think of it as practice management, with all the benefits of business intelligence.

    Our practice intelligence solutions are transforming the investment business as we know it

    Users are doing more with less, delivering more to their clients, and achieving BREAKTHROUGH GROWTH.

    PriceMetrix solutions allow you to:

    • Understand how to identify and build on the areas of improvement
    • Harness the collective intelligence of your organization and the market at large
    • Track and measure goals that are important to your business
    • Compare your business practices to your peers
    • Build a value proposition to differentiate your service offering
    • Feel more in control and see the results that you are creating

    By bringing you comparative benchmark data, our solutions help you find opportunities by showing you what others are doing.

    You can have traditional practice management or you have practice intelligence by PriceMetrix. We believe those who use our practice intelligence solutions gain a significant competitive advantage.

    After all, they are IN THE KNOW.

    Our solutions

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